Kim Genereux, Investment Advisor
Heather Aked, FMA, FCSI, CPCA, Associate Investment Advisor
Our solution
Our Wealth Management solutions
Our team is fully qualified and knowledgeable in a number of different areas, but our main focus is on four priorities:
Personalized portfolios
We have a disciplined and highly structured approach to creating and administering your portfolio. Your portfolio may be comprised of one, some, or all of the following types of assets: equities, fixed income investments, guaranteed products and specialty areas.
The composition of your individual portfolio will be grounded in our disciplined approach, but customized to reflect your individual goals and objectives, current market conditions and availability.
Managed portfolios
The Macquarie Integrated Managed Account (IMA) is available to investors with a minimum of $100,000 who wish to have their investments professionally managed by some of the world’s top money managers in a discretionary manner.
The IMA platform provides a complete spectrum of investment choice, superior manager access, and the disciplined allocation process you need to meet your investment goals. It combines modern portfolio theory, sophisticated portfolio construction tools, comprehensive manager analysis, and a thorough understanding and evaluation of your unique circumstances.
The platform is designed to provide you with consistent returns in a portfolio composition that honours your risk tolerance and weathers all market conditions. It widens your investment choices even further by granting access to investment options and managers normally reserved for institutional investors. In consultation with us, you can choose to have a portfolio of investments hand-picked by some of the world's leading investment talent.
IMA lets us combine stocks with any kind of investment we choose. The platform truly allows us to place your interests first.
Unaffected by platform bias and unrestricted by product type, we have the flexibility and unlimited access to serve your unique needs without following a preordained list of options.
Specialty products
In addition to individual investments, there are a number of services and products that we can offer to our clients based on their individual situations.
- Tax planning — limited partnerships, flow-through shares, labour sponsored funds
- Estate planning
- Insurance† products — including annuities, life, critical illness and disability insurance
- Individual pension plans
- Group RRSP Plans
Ongoing monitoring
Each client account is monitored on a consistent and ongoing basis to take advantage of opportunities created by changing circumstances. We communicate and meet with you in person on a regular basis.
†Insurance products and services are offered by life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc.
The comments contained herein are general in nature and professional advice regardng an individual's particular tax position should be obtained in respect of any person's specific circumstances. Individual Pension Plans (IPPs) require Plan Administration, Trustee and Actuarial services not provided by Macquarie Private Wealth Inc. to be successfully implemented. As a service to our clients, we have identified a number of third party professionals service providers in each of these disciplines and will make introductions upon request. The decision to engage one or more of these third parties lies solely with the client. Macquarie Private Wealth Inc does not warrant the quality or efficacy of the work performed by these unrelated third parties and is in no way liable for the results of their work. Further, we do not guarantee that actual investment results will be sufficient to meet the defined benefit payments set out in your Individual Pension Plan. We strongly suggest that clients obtain independent tax and legal advice prior to implementing an Individual Pension Plan strategy. Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable and contain information and opinions which are accurate and complete.